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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,455 | $71,215+28.4% | $93,696-2.4% | $80,935+13.0% |
| Participation rate | 59.0% | 60.4%-1.4pp | 68.7%-9.7pp | 67.7%-8.6pp |
| Annual return | 8.88% | 11.27%-2.4pp | 133.74%-124.9pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,719 | $4,037-7.9% | $4,417-15.8% | $4,299-13.5% |
| Admin fee / account holder | $35,052 | $6,958+403.8% | $8,287+323.0% | $6,924+406.2% |